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TickerTalks›$HPE
HPHPE

Hewlett Packard Enterprise Company

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoYStreet coverage with positive forward estimatesConsistent chatter on X (914/wk), no spike
$HPE·$97B·Computer Hardware·Technology
$55.13-6.0%YTD+183.4%1Y+145.0%
Price updated 7h ago·X counts updated 5d ago
HPHPE
$HPEHewlett Packard Enterprise Company
$55.13-5.97%914 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HPE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

914X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HPE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

X is bullish on an HPE breakout — the stock hit an all-time high after clearing the $62.15 cup-and-handle pivot (reversal from $65.65 Friday aside), is up ~18% in a month and ~144% in six months, and bulls are watching for a close above $63.44 to confirm. HPE sits alongside DELL in the setup, with the sense that DELL is already into "round-2" and HPE is trying to catch up. No bear voice in the sample.

Read what X is saying about $HPE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HPE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

HPE has tripled on the AI-server trade — Wednesday's Investor Day decides the next leg.

Hewlett Packard Enterprise is the enterprise IT and AI-server shop — the big NVIDIA customer most equity investors forgot about. The stock has nearly tripled in six months as the AI-server mix went from story to actual numbers.

  • The AI-server mix is real: Q1 revenue +19% YoY at a 6.6% operating margin — not Nvidia-level growth, but a big absolute-dollar step because the base is already large and HPE is one of the main integrators for Blackwell and GB200 systems.
  • 52-week position is 95% and the stock just cleared a cup-and-handle pivot on an all-time weekly close — the technical setup is clean, and vol below average into Wednesday's Investor Day says positioning is loading quietly.
  • At 43x PE and 1.68x sales the stock is not optically cheap but is not stretched either for a company just rerated into AI-server exposure — the Juniper deal added networking depth too.

Wednesday's Investor Day is the near-term catalyst; Dec 3 earnings is the next hard print. A clean AI-server trajectory with margin expansion extends toward $70; a guide reset or margin compression and the run cools.

Agrees with X sentimentThe chart read is correct — $62.15 pivot cleared, cup-and-handle base, weekly RS at new highs — and the Investor Day is the right near-term catalyst. The $70+ target is grounded in the breakout momentum rather than a specific fundamental signal.

What to watch: Wednesday's Investor Day — AI-server revenue trajectory, margin outlook, and any Juniper integration update. Dec 3 Q4 for hard numbers. A clear-and-hold above $63-$64 extends the move; a failure back below pivot cools it.

On the calendar: 2026-10-07 — Investor Day

Read the AI verdict on $HPE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells servers, Aruba networking, and GreenLake hybrid cloud infrastructure to enterprise customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $HPE.

Computer Hardware · Technology

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $HPE

Partial — Sells servers, Aruba networking, and GreenLake hybrid cloud infrastructure to enterprise customers.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
43.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$1.11$0.93+19.1%
Q1 2026Jun 1, 2026$0.79$0.54+47.7%
Q4 2025Mar 9, 2026$0.65$0.59+10.7%
Q3 2025Dec 4, 2025$0.62$0.58+7.1%
Next earningsThu, Dec 3·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.3B+19.1%35.9%9.7%$0.32$609.0M
Q4 FY25$9.7B+14.3%30.4%4.4%$0.11$1.8B
Q3 FY25$9.2B+19.9%28.4%5.4%$0.21$2.4B
Q2 FY25$7.6B+5.7%27.6%3.4%$-0.82$-1.0B

Forward consensus

4-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$46.6B$46.2B – $47.0B$3.82$3.73 – $3.9316
FY27$54.7B$53.3B – $56.9B$4.70$4.45 – $5.3016
FY28$59.2B$53.7B – $63.0B$5.40$4.50 – $7.1916
FY29$64.3B$61.8B – $67.4B$5.61$5.33 – $5.968

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+41.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 5Antonio F NeriCEO250.0K sh$17.1MSellSep 29Rami RahimEVP, Pres GM Networking34.5K sh$2.1MSellSep 14Gary M ReinerDirector17.0K sh$967KSellSep 11Antonio F NeriCEO250.0K sh$15.1MSellJul 22Kirt P KarrosSVP, Treasurer, Corp Dev23.7K sh$1.1MSellJun 22Kirt P KarrosSVP, Treasurer, Corp Dev18.8K sh$911KSellJun 3Gary M ReinerDirector20.0K sh$1.1MSellMay 5Marie MyersCFO93.6K sh$2.8MSellMay 5Bethany MayerDirector6.5K sh$189KSellApr 21Fidelma RussoCTO17.0K sh$476K
1–10 of 11
+ 42 other (31 awards · 4 exempts · 4 inkinds · 3 gifts) in window

See when $HPE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 308-K — Item 7.01: Press release / Reg FD
AI summary

HPE (HPE) filed a Regulation FD disclosure (8-K Item 7.01) on 2026-09-30. The excerpt shows only the cover page; the actual disclosed material (typically investor presentation slides, a press release, or conference call transcript) is attached as an exhibit. Reg FD events can contain forward-looking statements or updated guidance material to investors.

8-KPress release / Reg FDSep 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Hewlett Packard Enterprise Company announced its fiscal third quarter 2026 financial results for the period ended July 31, 2026, via press release. The 8-K also includes a Reg FD filing (Item 7.01) with supplemental investor materials posted to the company's investor relations website. The quarterly earnings release and investor presentations are filed as exhibits.

8-KPress release / Reg FDAug 48-K — Item 7.01: Press release / Reg FD
AI summary

HPE (HPE) filed a Reg FD disclosure (Item 7.01) on 2026-08-04, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

3New insider — initial holdingsJul 283
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Ki Hoon) at HPE (HPE) filed a Form 3 on 2026-07-28 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

HPE filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 7.01, 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

3New insider — initial holdingsJun 33
AI summary

Hsu Christopher P filed a Form 3 with the SEC, disclosing initial beneficial ownership of HPE securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at HPE.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

HPE (HPE) reported financial results for a recent fiscal period in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
AI summary

HPE filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 8 other (2 10-Qs · 2 13Gs · 1 11-K · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HPE Rising Higher Thanks to Strong AI Demandfxempire.com·15h agoHewlett Packard Enterprise Falls 5% as AI Financing Worries Extend Hardware Selloff; Super Micro Sinks 7%, Dell Drops 3%247wallst.com·16h agoWhy Hewlett Packard Enterprise Stock Plunged 20% This Weekfool.com·18h agoHewlett Packard Enterprise Co (HPE) Shares Fall 7.1% -- What GF Score of 70 Tells Investorsgurufocus.com·1d agoDell Falls 8%, Hewlett Packard Enterprise Drops 4% as Barclays Cuts Both to Hold; Super Micro Slides 5%247wallst.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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